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BORG ERP - Brief Introduction

  • How does Borg Desk Workplace ERP Work for SMEs (Small & Medium Business)?

BORG Common Queries

  • How to login to my BORG Desk Workplace account. Can you suggest, how it can be done?
  • Can i modify the company name wiith new name and GSTIN in BORG Desk Workplace ?
  • Can a disabled user license be retrieved or reused in BORG Desk Workplace ?
  • How to Become Partner with BORG Desk Workplace , India's fiirst Business Operating System ?
  • What details do I need to get registered as Official Partner with Borg Desk Workplace , India's First Business Operating System ?
  • Updating Punch Attendance by Mobile in BorgDesk Workplace
  • Why can't I see all users in the User Management screen?

BORG Sales Automation

  • New Update: Latest Lead Comment Display in Lead Listing !

BORG HRMS & Payroll

  • How do I define access to an HRMS user account for Add Attendance from Admin in BORG Attendance Workplace ?
  • How can an Admin restrict manual attendance for any team member or Employee in a Borg Desk Workplace account?
  • How can I update Half Day leave in Borg Desk Workplace Account ?

BORG Accounts Book

  • Outstanding Payment Followup : How to followup & recover outstanding receivables from clients ?
  • Latest Update : Banking Transaction Search Filter Modification with new field Transaction Type
  • Latest Update : Invoice Number in the Invoicing List turns blue or green for easy identification & Action, See How ?
  • How to do CRM Payment & Account Activation from Main BORG Desk Workplace Admin Account ?
  • How we can create the PI and TI directly from the sales quotation in Borg Desk Workplace account ?

MIS Reports

  • What is MIS Report and what actually it does for you in Borg Desk Worplace Account ?
  • How to Fetch Sales MIS Reports in Borg Desk Workplace ?

Borg Desk Task Force

  • What are the benefits and how Recurring Tasks work in the BORG Desk Workplace System?
  • How to Create Recurring Tasks in BORG Desk Workplace - Task Force Module ?

3rd Party Integration

  • How does WhatsApp Lite templates work in Borg Desk Workplace ERP
  • How can biometric attendance be integrated with my Borg Desk Workplace account ?
New Update: Latest Lead Comment Display in Lead Listing !

The latest lead comment in the Remarks column on the Lead Listing page is a new add on feature in BORG. With this update, only the most recent lead comment/ status update will be displayed in the Remarks column of the Lead Listing page, enabling users to quickly view the latest activity without opening the lead details.

Following this sequence ensures that the latest lead log is recorded at the top and the same comment is displayed in the Lead Listing Remarks column.

Additionally, please verify that the following setting is enabled:

Login to Admin Panel:  Click on Sales CRM module 
Go to Module Setting > Custom Lead Table
Set "Lead Latest Log Comment" = YES
Once this setting is enabled, the latest lead log comment will be visible in the Remarks column on the Lead Listing page.

 

If still any concern or need one-to-one session with our product experts reach out to us https://wa.me/+919667916787 or mail us from your registered email id to "[email protected]" our team will get back to you

 

Admin
August 01, 2026
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Scope of Borg Desk Sales CRM (Marketing & Sales Module of Borg Desk ERP).
How can I Manage sales / Service quotation for my lead / prospect in Sales CRM of Borg Desk ERP?
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